01749670087 enquiries@pilgrimfp.co.uk

What we offer

View of Vicars Close, Wells, Somerset

 

I am extremely happy to be dealing with Pilgrim Financial Planning and, in particular, Arnold Wills. I feel totally comfortable with all the personal financial advice I receive, especially as I am a widow and want to pro­vide a secure future for my two daughters and two young Grandchildren (soon to be three). I also like the fact that PFP liaise with other professional advisers thereby provid­ing advice across the board, giving options as to what is best for me and my family. I would highly recommend PFP to anyone seeking integrity, personal and secure advice for financial help in these difficult times.
Mrs S, Somerset

We aim to offer our clients

  • an efficient, first-class, professional financial planning service whilst retaining the personal touch
  • working with your other professional advisers - a strong combination for YOU
  • the benefit of our years (and years!) of experience and study
  • a transparent and honest approach to working with you
  • financial plans tailored to your specific requirements, regularly reviewed and adjusted over time
  • research and administration backed up by the latest technology
  • assurance of our confidentiality and trustworthiness

Confidence in your future

Using our knowledge and understanding we guide you towards creating a secure and happy financial future.

Guidance with your retirement plan

Company directors and business owners have an array of options with their pension and exit strategy planning. We explore these with you to ensure you make the right decisions.

Assurance for attorneys

As an attorney or with responsibility for dependent relatives, finances can become complex. We can help you to see the wood for the trees.

Collaboration with fellow professionals

Some situations require the services of several professionals. We know and work effectively with accountants, solicitors and care providers across the region.

What is financial planning?

A very personal matter that requires a long term relationship and commitment on the part of the financial planner and the client

Benefits of becoming a client

When you become a client of Pilgrim you will benefit from:

CII

Pilgrim Financial Planning is a trading style of Brunel Capital Partners, which is authorised and regulated by the Financial Conduct Authority, 1 Victoria Street, Bristol, Somerset, BS1 6AA

Companies house registered address: C/O Bishop Fleming Llp, 10 Temple Back, Bristol, United Kingdom, BS1 6FL, No.07586042, Registered in England & Wales, http://www.fca.org.uk/register

Pilgrim Financial Planning Registered Address: Thyer House, Wells, BA5 2RR.

Neither Pilgrim Financial Planning nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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